Bank Account Representative Resume Examples

Persuasive and analytical professional with 7+ year track record of success as an Account Representative for a range of product service and client types. High-level communication instincts and a strong ability to engage new and existing customers in conversations to discover opportunities and generate shared valued. Proven coach and trainer able to deliver presentations and work with stakeholders at all levels to advance a common vision of continuous improvement and growth.

• Maintain a thorough knowledge of all Bank products and services procedures policies and appropriate regulatory issues in relation to deposit transaction and loan accounts.
• Identify and match customer product needs with products and services by interviewing customers and discussing their financial needs.
• Follow proper procedures in opening accounts including all paperwork computer input credit reports and verification from e-funds.

• Provided support to our account teams and valued clients maintaining a portfolio of Advertiser clients serving as a central point-of-contact.
• Delivered campaign performance reports answering questions and assisting clients with issues either directly or through one of the more senior members of account team.
• Maintained a growing knowledge to manage clients and optimize their businesses.

• Handled inbound and outbound calls from Key Account customers and our Direct Sales teams performing a high level of communication and follow up.
• Maintained a current aging of a key account portfolio through collection activity and proper account invoicing.
• Interacted daily with partners in both India and Costa Rica to ensure their success with business functions by answering questions directing toward solutions and coaching through errors.